+216.5%
SLV vs XLU
+141.2%
+75.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.0% | -4.3% | -5.0% |
| 7D | -5.0% | -1.2% | -3.9% | -4.7% |
| 30D | -1.8% | -2.5% | +0.8% | -1.0% |
| 3M | -0.3% | -2.7% | +2.5% | +0.4% |
| 6M | -28.2% | -7.5% | -20.8% | -26.6% |
| YTD | -10.7% | +0.9% | -11.7% | -11.1% |
| 1Y | +53.7% | +3.3% | +50.4% | +52.1% |
| 3Y | +173.7% | +47.3% | +126.4% | +142.8% |
| 5Y | +161.5% | +44.4% | +117.1% | +133.6% |
| All | +216.5% | +141.2% | +75.3% | +153.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded XLU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling